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天弘科技（CLS）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
天弘科技的季度营收约是恩智浦的1.3倍（$4.0B vs $3.2B），恩智浦净利率更高（35.3% vs 5.2%，领先30.0%），天弘科技同比增速更快（52.8% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $137.9M），过去两年天弘科技的营收复合增速更高（35.4% vs 0.9%）
天弘科技（Celestica Inc.）是总部位于加拿大安大略省多伦多的跨国电子制造服务（EMS）企业，业务涵盖设计、生产制造、硬件平台搭建及供应链服务，目前在全球15个国家设有50个运营站点，为各行业客户提供专业的电子产业链相关解决方案。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
CLS vs NXPI — 直观对比
营收规模更大
CLS
是对方的1.3倍
$3.2B
营收增速更快
CLS
高出57.8%
-5.0%
净利率更高
NXPI
高出30.0%
5.2%
自由现金流更多
NXPI
多$576.1M
$137.9M
两年增速更快
CLS
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $3.2B |
| 净利润 | $212.3M | $1.1B |
| 毛利率 | 10.8% | 59.5% |
| 营业利润率 | 6723.5% | — |
| 净利率 | 5.2% | 35.3% |
| 营收同比 | 52.8% | -5.0% |
| 净利润同比 | 146.3% | 147.0% |
| 每股收益（稀释后） | $1.83 | $4.43 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CLSNXPI
| Q1 26 | $4.0B | $3.2B | ||
| Q4 25 | $3.7B | $3.3B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $2.9B | $2.9B | ||
| Q1 25 | $2.6B | $2.8B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $2.5B | $3.3B | ||
| Q2 24 | $2.4B | $3.1B |
净利润CLSNXPI
| Q1 26 | $212.3M | $1.1B | ||
| Q4 25 | $267.5M | $455.0M | ||
| Q3 25 | $267.8M | $631.0M | ||
| Q2 25 | $211.0M | $445.0M | ||
| Q1 25 | $86.2M | $490.0M | ||
| Q4 24 | — | $495.0M | ||
| Q3 24 | $89.5M | $718.0M | ||
| Q2 24 | $95.0M | $658.0M |
毛利率CLSNXPI
| Q1 26 | 10.8% | 59.5% | ||
| Q4 25 | 11.8% | 54.2% | ||
| Q3 25 | 13.0% | 56.3% | ||
| Q2 25 | 12.8% | 53.4% | ||
| Q1 25 | 10.3% | 55.0% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | 10.4% | 57.4% | ||
| Q2 24 | 10.6% | 57.3% |
营业利润率CLSNXPI
| Q1 26 | 6723.5% | — | ||
| Q4 25 | 8.6% | 22.3% | ||
| Q3 25 | 10.2% | 28.1% | ||
| Q2 25 | 9.4% | 23.5% | ||
| Q1 25 | 4.9% | 25.5% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | 5.5% | 30.5% | ||
| Q2 24 | 5.6% | 28.7% |
净利率CLSNXPI
| Q1 26 | 5.2% | 35.3% | ||
| Q4 25 | 7.3% | 13.6% | ||
| Q3 25 | 8.4% | 19.9% | ||
| Q2 25 | 7.3% | 15.2% | ||
| Q1 25 | 3.3% | 17.3% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 3.6% | 22.1% | ||
| Q2 24 | 4.0% | 21.0% |
每股收益（稀释后）CLSNXPI
| Q1 26 | $1.83 | $4.43 | ||
| Q4 25 | $2.29 | $1.80 | ||
| Q3 25 | $2.31 | $2.48 | ||
| Q2 25 | $1.82 | $1.75 | ||
| Q1 25 | $0.74 | $1.92 | ||
| Q4 24 | — | $1.93 | ||
| Q3 24 | $0.75 | $2.79 | ||
| Q2 24 | $0.80 | $2.54 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $378.0M | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $2.1B | $10.9B |
| 总资产 | $8260.0B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资CLSNXPI
| Q1 26 | $378.0M | $3.7B | ||
| Q4 25 | $595.6M | $3.3B | ||
| Q3 25 | $305.9M | $3.5B | ||
| Q2 25 | $313.8M | $3.2B | ||
| Q1 25 | $303.0M | $4.0B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.9B |
总债务CLSNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $750.5M | $11.0B | ||
| Q3 25 | $756.7M | $11.0B | ||
| Q2 25 | $848.6M | $9.5B | ||
| Q1 25 | $915.0M | $10.2B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益CLSNXPI
| Q1 26 | $2.1B | $10.9B | ||
| Q4 25 | $2.2B | $10.1B | ||
| Q3 25 | $2.0B | $10.0B | ||
| Q2 25 | $1.8B | $9.6B | ||
| Q1 25 | $1.6B | $9.3B | ||
| Q4 24 | — | $9.2B | ||
| Q3 24 | $1.8B | $9.4B | ||
| Q2 24 | $1.8B | $9.0B |
总资产CLSNXPI
| Q1 26 | $8260.0B | $27.1B | ||
| Q4 25 | $7.2B | $26.6B | ||
| Q3 25 | $6.6B | $26.4B | ||
| Q2 25 | $6.2B | $25.3B | ||
| Q1 25 | $5.8B | $25.2B | ||
| Q4 24 | — | $24.4B | ||
| Q3 24 | — | $23.7B | ||
| Q2 24 | — | $23.2B |
负债/权益比CLSNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 0.34× | 1.09× | ||
| Q3 25 | 0.37× | 1.09× | ||
| Q2 25 | 0.48× | 0.99× | ||
| Q1 25 | 0.59× | 1.10× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.07× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $356.3M | — |
| 自由现金流经营现金流 - 资本支出 | $137.9M | $714.0M |
| 自由现金流率自由现金流/营收 | 3.4% | 22.4% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $502.6M | $2.7B |
8季度趋势，按日历期对齐
经营现金流CLSNXPI
| Q1 26 | $356.3M | — | ||
| Q4 25 | $250.6M | $891.0M | ||
| Q3 25 | $126.2M | $585.0M | ||
| Q2 25 | $152.4M | $779.0M | ||
| Q1 25 | $130.3M | $565.0M | ||
| Q4 24 | — | $391.0M | ||
| Q3 24 | $122.8M | $779.0M | ||
| Q2 24 | $99.6M | $761.0M |
自由现金流CLSNXPI
| Q1 26 | $137.9M | $714.0M | ||
| Q4 25 | $155.9M | $793.0M | ||
| Q3 25 | $88.9M | $508.0M | ||
| Q2 25 | $119.9M | $696.0M | ||
| Q1 25 | $93.6M | $426.0M | ||
| Q4 24 | — | $261.0M | ||
| Q3 24 | $76.8M | $593.0M | ||
| Q2 24 | $62.7M | $576.0M |
自由现金流率CLSNXPI
| Q1 26 | 3.4% | 22.4% | ||
| Q4 25 | 4.3% | 23.8% | ||
| Q3 25 | 2.8% | 16.0% | ||
| Q2 25 | 4.1% | 23.8% | ||
| Q1 25 | 3.5% | 15.0% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | 3.1% | 18.2% | ||
| Q2 24 | 2.6% | 18.4% |
资本支出强度CLSNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 2.6% | 2.9% | ||
| Q3 25 | 1.2% | 2.4% | ||
| Q2 25 | 1.1% | 2.8% | ||
| Q1 25 | 1.4% | 4.9% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 1.8% | 5.7% | ||
| Q2 24 | 1.5% | 5.9% |
现金转化率CLSNXPI
| Q1 26 | 1.68× | — | ||
| Q4 25 | 0.94× | 1.96× | ||
| Q3 25 | 0.47× | 0.93× | ||
| Q2 25 | 0.72× | 1.75× | ||
| Q1 25 | 1.51× | 1.15× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | 1.37× | 1.08× | ||
| Q2 24 | 1.05× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
